Simplicity Solutions’s Vanguard S&P Mid-Cap 400 Growth ETF IVOG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-6,084
| Closed | -$541K | – | 1134 |
|
|
2023
Q1 | $541K | Sell |
6,084
-260
| -4% | -$23.1K | 0.01% | 669 |
|
|
2022
Q4 | $537K | Sell |
6,344
-204
| -3% | -$17.3K | 0.07% | 322 |
|
|
2022
Q3 | $515K | Sell |
6,548
-672
| -9% | -$52.9K | 0.07% | 301 |
|
|
2022
Q2 | $571K | Sell |
7,220
-1,140
| -14% | -$90.2K | 0.07% | 280 |
|
|
2022
Q1 | $804K | Sell |
8,360
-412
| -5% | -$39.6K | 0.1% | 213 |
|
|
2021
Q4 | $927K | Sell |
8,772
-262
| -3% | -$27.7K | 0.1% | 236 |
|
|
2021
Q3 | $890K | Buy |
+9,034
| New | +$890K | 0.14% | 168 |
|
|
2021
Q2 | – | Sell |
-9,104
| Closed | -$885K | – | 545 |
|
|
2021
Q1 | $885K | Sell |
9,104
-692
| -7% | -$67.3K | 0.19% | 115 |
|
|
2020
Q4 | $876K | Sell |
9,796
-946
| -9% | -$84.6K | 0.01% | 578 |
|
|
2020
Q3 | $801K | Sell |
10,742
-1,146
| -10% | -$85.5K | 0.01% | 536 |
|
|
2020
Q2 | $827K | Sell |
11,888
-1,554
| -12% | -$108K | 0.02% | 515 |
|
|
2020
Q1 | $742K | Sell |
13,442
-2,090
| -13% | -$115K | 0.02% | 409 |
|
|
2019
Q4 | $1.14M | Sell |
15,532
-22
| -0.1% | -$1.62K | 0.03% | 363 |
|
|
2019
Q3 | $1.08M | Buy |
15,554
+168
| +1% | +$11.7K | 0.04% | 282 |
|
|
2019
Q2 | $1.08M | Buy |
+15,386
| New | +$1.08M | 0.05% | 239 |
|